Kaushik Bhakta

Gary Hannah is the sole advisor at GNH CHFC Advisory Services in Corpus Christi, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been self-employed since 1985, founding his current firm in 2015. In addition to his advisory work, he is appointed with various life, accident, and health insurance companies. GNH CHFC Advisory Services refers prospective clients to third-party registered investment advisers that manage pooled vehicles and institutional strategies, rather than directly managing assets. The firm collects client information to recommend suitable third-party programs and provides related disclosure documents, receiving solicitor fees from these advisers instead of charging clients directly.

Christopher Mcmahan is a financial advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding a Series 65 credential with three years of industry experience. His prior work includes roles at New York Life Insurance Company and Medivita Health. Oak Tree Wealth Management provides discretionary asset management and financial planning to individuals and small businesses, including management of 403(b) retirement accounts through a Fidelity platform. The firm utilizes fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers regular public seminars and workshops at no charge.

Nathan Hardin is a financial advisor with JMJRG, Inc. dba Strategic Wealth Management Group, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining Strategic Wealth Management Group in 2020, he worked at W&S Brokerage Services and Western & Southern Life from 2014 to 2019. Outside of his advisory role, Hardin serves as the music director for Rock City Church. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual, high-net-worth, and retirement plan clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage discretionary portfolios across a range of asset classes.

Phillip Plant is a financial advisor at Springwater Advisors, LLC in Corpus Christi, TX, holding Series 63 and Series 65 registrations with 53 years of industry experience. He has worked at Springwater Advisors since 2009 and maintains long-term involvement with Herndon Plant Oakley entities dating back to 1998. Outside of his advisory role, Plant serves on the board of Decisio Health Inc and holds leadership positions in multiple investment-related partnerships and companies. Springwater Advisors provides discretionary portfolio management, consulting, and comprehensive financial and estate planning services for individuals, families, high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis in managing portfolios and offers sub-manager selection and monitoring as part of its services.

Martin Schoonover is the sole advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He founded Oak Tree Wealth Management in 2012. Outside of advisory work, Schoonover owns and operates Texan Autoplex, an auto dealership, and is a licensed insurance agent selling life, health, annuities, and other insurance products. Oak Tree Wealth Management provides fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses customized investment policies and a mix of fundamental, technical, and cyclical analysis to manage approximately $12.7 million in discretionary assets.

Shana Hofmeister is a financial advisor at Investment Strategies, L.L.C. in Corpus Christi, TX, with 20 years of industry experience. She holds a Series 66 designation and has worked with multiple firms, including Besch, LLC and United Planners' Financial Services. Outside of finance, she is involved in oil and gas exploration as a partner in South Bluff Oil and Gas Partnership and manages Fowler Station, LLC, which focuses on cattle grazing, wildlife management, and potential olive orchard development. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes a range of investment strategies, including options and derivatives, supported by a two-person advisory team offering multidisciplinary planning.